Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.92KNew |
$249K - $270K
|
2.92K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.8K+ 8.92% |
$1.09M - $1.18M
|
156K
$13.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.35KNew |
$456K - $495K
|
5.35K
$471K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
203KNew |
$17.3M - $18.8M
|
203K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
658New |
$56.1K - $60.9K
|
658
$58K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.45KNew |
$464K - $504K
|
5.45K
$480K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
17K+ 720.95% |
$1.45M - $1.57M
|
19.3K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
422New |
$36K - $39.1K
|
422
$37.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
91.5K+ 275.38% |
$7.81M - $8.47M
|
125K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 500.0% |
$1.71K - $1.85K
|
24
$2.12K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
46+ 0.27% |
$3.92K - $4.26K
|
16.8K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
820+ 23.42% |
$69.9K - $75.9K
|
4.32K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-84.2K- 5.56% |
$7.18M - $7.79M
|
1.43M
$126M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 9.96% |
$1.08M - $1.17M
|
114K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-37.7K- 80.95% |
$3.22M - $3.49M
|
8.88K
$782K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 4.74% |
$168K - $182K
|
39.5K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$222K - $241K
|
2.6K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1K- 8.35% |
$85.3K - $92.6K
|
11K
$967K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-314- 9.0% |
$26.8K - $29.1K
|
3.17K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-33.5K- 86.21% |
$2.86M - $3.1M
|
5.35K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.11K- 16.94% |
$266K - $288K
|
15.3K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.2K- 21.11% |
$1.38M - $1.5M
|
60.6K
$5.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.5KNew |
$1.67M - $1.81M
|
19.5K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
948KNew |
$80.9M - $87.8M
|
948K
$83.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157K- 91.5% |
$13.4M - $14.6M
|
14.6K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
214+ 0.7% |
$18.3K - $19.8K
|
30.6K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-21- 0.23% |
$1.79K - $1.94K
|
9.26K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 56.59% |
$119K - $129K
|
3.85K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 10.21% |
$302K - $327K
|
31.1K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
707+ 42.08% |
$60.3K - $65.4K
|
2.39K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 214.9% |
$344K - $374K
|
5.92K
$522K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-215K- 96.59% |
$18.3M - $19.9M
|
7.58K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.88K - $2.04K
|
22
$1.94K
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-28.9K- 33.68% |
$2.47M - $2.68M
|
56.9K
$5.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
352K+ 51.69% |
$30M - $32.6M
|
1.03M
$91.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.78K+ 18.05% |
$322K - $350K
|
24.7K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-273- 5.18% |
$23.3K - $25.3K
|
5K
$441K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
555+ 143.04% |
$47.3K - $51.4K
|
943
$83.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.03K- 26.69% |
$87.7K - $95.2K
|
2.82K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50+ 0.15% |
$4.26K - $4.63K
|
32.4K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-139- 88.54% |
$11.9K - $12.9K
|
18
$1.59K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$4.69K - $5.09K
|
25.1K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.6K+ 333.38% |
$1.08M - $1.17M
|
16.4K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 41.46% |
$88.2K - $95.7K
|
3.53K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-7.83K- 38.63% |
$668K - $725K
|
12.4K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 9.14% |
$33.5K - $36.4K
|
4.69K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-28.6K- 76.02% |
$2.44M - $2.65M
|
9.03K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2K+ 6.67% |
$171K - $185K
|
32K
$2.82M
|